Kraft Heinz Company (KHC) Buy, Sell or Hold

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Kraft Heinz Company (KHC)

25.73

-0.91 (3.42%)

as of Aug 5, 2026, 8:00:00 pm Market Open.

99 watching

Investor Insights

Aug 5, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Kraft Heinz Company (KHC-Q) is currently navigating a challenging landscape despite recently reporting a much better-than-expected quarter, leading to a 2.35% increase in its share price. The company has recently appointed a new CEO, indicating a potential turnaround strategy. However, the stock faces significant concerns regarding its heavy debt load from past mergers and poor return on invested capital (ROIC), raising questions about its long-term viability. Additionally, demographic shifts reveal that younger consumers may be turning away from Kraft's older brands, particularly those associated with processed foods. While the company has a healthy free cash flow to support its dividend, experts caution that without innovative product offerings, growth may continue to be stymied.

Consensus

Negative

Valuation

Fair Value

Similar

CPB

TOP PICK

Recently merged with Cadburys which had a very attractive global growth business. Kraft has the grocery business in the US. It was split the company into 2 pieces, a global grower using Cadbury's distribution channel and the other part will be a stable cash generating grocery business that will have a high dividend attached to it.

BUY ON WEAKNESS

Good company and well-positioned. In the food/agro sector, which he likes.

TOP PICK

Looking for a definite catalyst later this year because he is anticipating the split into 2 companies, snacks and North American groceries. Snacks will be the higher growth, which will really benefit from international growth. The other will give a much higher dividend. Trades at a 8% discount to its peers.

WAIT

Bought Cadbury and it will be put in International when it splits. She would prefer international for that reason. She will re-examine once it splits and she sees how each part performs.

PAST TOP PICK

(A Top Pick Jan 26/11. Up 29.07%.) Thinking of splitting their company into 2 parts. (He is not a fan of this.) Stopped raising their dividend because they are focusing on the split. Not screaming cheap anymore.

DON'T BUY

Has had a run and he wouldn't commit new money to this one. They look to be splitting into 2 parts of snack foods and groceries. Expect you might see 10% earnings growth but you are paying 15X multiple. Might get to the $40 range. He is still holding but you could do better in healthcare or technology in the US.

BUY

They are splitting into two parts. Normally done to try to open up the opportunities to a lagging group. Would be careful in terms of the split in terms of a tax standpoint. Sometimes Canadians don’t get the tax benefits and it can be hurtful. Perhaps exit before the split is done.

TOP PICK

He is looking for companies in an area of the market that is doing well where there is money getting put to work. In this case, this is a very defensive sector. This one has a catalyst in that over the next year they will split the company into 2 pieces. North American grocery business which is a cash flow generating machine, which will have a significant dividend attached. Their global snack food business, which has high growth and high margins and get some exposure to quicker growing parts of the world.

TOP PICK

Defensive name. Consumers’ staples sector. Globally one of the largest branded foods and beverage companies. Plan to split next year into North American grocery and global snacks business. Snacks should have the higher growth of the two and pay a 2% dividend. The grocery should be more of cash flow and pay a 6% dividend. Decent yield of over 3.3%.

DON'T BUY

Bought Cadbury to increase exposure to emerging markets. Not attracted to this one. Prefers Pepsi.

BUY

A solid company that should be owned in any portfolio. Strong management and steady dividend growth. Kraft has not fallen because it is a defensive stock.

DON'T BUY

Consumer staples space is defensive, so it wont do as well in a recovery as others. Would prefer industrial names, resource names or energy names.

BUY

Have terrific momentum in snack food market. Generating great free cash flow and can improve margins over time and can flow overseas. Can see it gaining momentum here.

TOP PICK

Recently acquired Cadbury out of Europe. 50% of business is snack food. Growing in emerging markets. Turn around play. 3 to 4 years ago they had margins of 22% but are now down to 13%. New management is trying to grow them again. Terrific dividend yield. Trading at 10X earnings.

WATCH

Chart shows is starting to get back to the $32 level so you have to be careful if that is its ceiling. Doesn't particularly like the consumer staples area as it is more of a defensive play. Doesn't see a lot of earnings growth. 3.67% yield might be what is pushing the stock recently.

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Kraft Heinz Company (KHC)